Services

Compliance review for UK mortgage brokers and AR/principal firms — built around the documents a case actually turns on, not general-purpose document processing.

Bank statement compliance review

Upload a client's bank statement(s) and get a full case review: income identification, undeclared commitments, gambling and other risk flags, housing costs, and a budget-planner breakdown — each finding checked against a documented rule, not a freeform AI judgement.

Income document cross-check

Add payslips, P60s, SA302s or an accountant's certificate alongside the statement(s), and the same case review cross-checks what's declared against what actually landed in the account — the exact gap FOS decisions keep turning on.

Audit trail on every finding

Every flag cites the exact rule wording that produced it, and every case keeps a record of which AI model ran it and the rule text as it existed at the time — so if a finding is ever challenged, you can show your working.

Network-wide oversight for AR firms

A principal firm reviewing cases across a network of ARs gets the same audit trail at scale — a fast, documented way to discharge the oversight duty the December 2022 AR reforms already made your job.

See it before you commit to anything

Register free, no card required, and run real case reviews on real client statements.

Looking for custom AI or document-processing development for your own systems, not the compliance product above? See what that looks like →